Announcement • Jun 03
Sakai Moving Service Co.,Ltd. to Report Q1, 2027 Results on Aug 10, 2026 Sakai Moving Service Co.,Ltd. announced that they will report Q1, 2027 results on Aug 10, 2026 Buy Or Sell Opportunity • Jun 02
Now 21% undervalued Over the last 90 days, the stock has risen 2.2% to JP¥2,807. The fair value is estimated to be JP¥3,554, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.2% in 2 years. Earnings are forecast to grow by 14% in the next 2 years. Reported Earnings • May 13
Full year 2026 earnings: EPS misses analyst expectations Full year 2026 results: EPS: JP¥214 (down from JP¥216 in FY 2025). Revenue: JP¥124.7b (up 3.1% from FY 2025). Net income: JP¥8.65b (down 1.3% from FY 2025). Profit margin: 6.9% (down from 7.2% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.3%. Revenue is forecast to grow 4.4% p.a. on average during the next 2 years, compared to a 2.7% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 5% per year. Announcement • May 12
Sakai Moving Service Co.,Ltd., Annual General Meeting, Jun 20, 2026 Sakai Moving Service Co.,Ltd., Annual General Meeting, Jun 20, 2026. Buy Or Sell Opportunity • May 12
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 3.7% to JP¥2,801. The fair value is estimated to be JP¥3,571, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.2% in 2 years. Earnings are forecast to grow by 16% in the next 2 years. Announcement • May 10
Sakai Moving Service Co.,Ltd. to Report Fiscal Year 2026 Results on May 12, 2026 Sakai Moving Service Co.,Ltd. announced that they will report fiscal year 2026 results on May 12, 2026 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥68.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 23 June 2026. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.9%). Buy Or Sell Opportunity • Mar 03
Now 23% undervalued The stock has been flat over the last 90 days, currently trading at JP¥2,778. The fair value is estimated to be JP¥3,591, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.2% in 2 years. Earnings are forecast to grow by 16% in the next 2 years. Reported Earnings • Feb 11
Third quarter 2026 earnings released: EPS: JP¥20.39 (vs JP¥22.04 in 3Q 2025) Third quarter 2026 results: EPS: JP¥20.39 (down from JP¥22.04 in 3Q 2025). Revenue: JP¥26.5b (up 3.7% from 3Q 2025). Net income: JP¥825.0m (down 7.9% from 3Q 2025). Profit margin: 3.1% (down from 3.5% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth. Declared Dividend • Dec 04
First half dividend of JP¥68.00 announced Shareholders will receive a dividend of JP¥68.00. Ex-date: 30th March 2026 Payment date: 23rd June 2026 Dividend yield will be 3.5%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is covered by both earnings (49% earnings payout ratio) and cash flows (69% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Dec 03
Sakai Moving Service Co.,Ltd. to Report Q3, 2026 Results on Feb 10, 2026 Sakai Moving Service Co.,Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026 Reported Earnings • Nov 12
Second quarter 2026 earnings released: EPS: JP¥19.99 (vs JP¥23.17 in 2Q 2025) Second quarter 2026 results: EPS: JP¥19.99 (down from JP¥23.17 in 2Q 2025). Revenue: JP¥27.0b (up 2.6% from 2Q 2025). Net income: JP¥812.0m (down 14% from 2Q 2025). Profit margin: 3.0% (down from 3.6% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 6% per year. Upcoming Dividend • Sep 23
Upcoming dividend of JP¥30.00 per share Eligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.8%). Announcement • Sep 09
Sakai Moving Service Co.,Ltd. to Report Q2, 2026 Results on Nov 10, 2025 Sakai Moving Service Co.,Ltd. announced that they will report Q2, 2026 results on Nov 10, 2025 Price Target Changed • Aug 21
Price target increased by 8.4% to JP¥2,900 Up from JP¥2,675, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥2,944. Stock is up 14% over the past year. The company is forecast to post earnings per share of JP¥226 for next year compared to JP¥216 last year. Reported Earnings • Aug 10
First quarter 2026 earnings released: EPS: JP¥85.79 (vs JP¥88.42 in 1Q 2025) First quarter 2026 results: EPS: JP¥85.79 (down from JP¥88.42 in 1Q 2025). Revenue: JP¥33.8b (up 2.6% from 1Q 2025). Net income: JP¥3.49b (down 3.0% from 1Q 2025). Profit margin: 10% (in line with 1Q 2025). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 4% per year. Announcement • Aug 08
Sakai Moving Service Co.,Ltd. (TSE:9039) announces an Equity Buyback for 400,000 shares, representing 0.98% for ¥14,000 million. Sakai Moving Service Co.,Ltd. (TSE:9039) announces a share repurchase program. Under the program, the company will repurchase 400,000 shares, representing 0.98% of its issued share capital (excluding treasury stock), for ¥14,000 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency and to implement flexible capital policy. The program will run until March 31, 2026. As of July 31, 2025, the company had 40,659,728 shares outstanding and 1,664,272 shares in treasury. Declared Dividend • Jul 09
Final dividend of JP¥30.00 announced Shareholders will receive a dividend of JP¥30.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 4.2%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is covered by both earnings (27% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Jun 27
Sakai Moving Service Co.,Ltd. to Report Q1, 2026 Results on Aug 08, 2025 Sakai Moving Service Co.,Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025 Reported Earnings • Jun 25
Full year 2025 earnings: EPS exceeds analyst expectations Full year 2025 results: EPS: JP¥216 (up from JP¥206 in FY 2024). Revenue: JP¥121.0b (up 3.6% from FY 2024). Net income: JP¥8.77b (up 4.9% from FY 2024). Profit margin: 7.2% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.3%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 6% per year. Reported Earnings • May 14
Full year 2025 earnings: EPS exceeds analyst expectations Full year 2025 results: EPS: JP¥216 (up from JP¥206 in FY 2024). Revenue: JP¥121.0b (up 3.6% from FY 2024). Net income: JP¥8.77b (up 4.9% from FY 2024). Profit margin: 7.2% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.3%. Revenue is forecast to grow 4.7% p.a. on average during the next 2 years, compared to a 2.4% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 4% per year. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥59.00 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 17 June 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%). Price Target Changed • Mar 04
Price target decreased by 8.5% to JP¥2,825 Down from JP¥3,087, the current price target is an average from 2 analysts. New target price is 18% above last closing price of JP¥2,401. Stock is down 5.8% over the past year. The company is forecast to post earnings per share of JP¥216 for next year compared to JP¥206 last year. Announcement • Mar 03
Sakai Moving Service Co.,Ltd. to Report Fiscal Year 2025 Results on May 12, 2025 Sakai Moving Service Co.,Ltd. announced that they will report fiscal year 2025 results at 12:00 PM, Tokyo Standard Time on May 12, 2025 Reported Earnings • Feb 12
Third quarter 2025 earnings released: EPS: JP¥22.04 (vs JP¥27.94 in 3Q 2024) Third quarter 2025 results: EPS: JP¥22.04 (down from JP¥27.94 in 3Q 2024). Revenue: JP¥25.6b (up 2.7% from 3Q 2024). Net income: JP¥896.0m (down 21% from 3Q 2024). Profit margin: 3.5% (down from 4.6% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 1% per year. Announcement • Dec 05
Sakai Moving Service Co.,Ltd. to Report Q3, 2025 Results on Feb 10, 2025 Sakai Moving Service Co.,Ltd. announced that they will report Q3, 2025 results on Feb 10, 2025 Declared Dividend • Dec 04
First half dividend of JP¥59.00 announced Shareholders will receive a dividend of JP¥59.00. Ex-date: 28th March 2025 Payment date: 17th June 2025 Dividend yield will be 3.1%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is covered by both earnings (19% earnings payout ratio) and cash flows (64% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Nov 02
Second quarter 2025 earnings released: EPS: JP¥23.17 (vs JP¥23.56 in 2Q 2024) Second quarter 2025 results: EPS: JP¥23.17 (down from JP¥23.56 in 2Q 2024). Revenue: JP¥26.3b (up 3.9% from 2Q 2024). Net income: JP¥942.0m (down 1.7% from 2Q 2024). Profit margin: 3.6% (down from 3.8% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Sep 20
Upcoming dividend of JP¥15.00 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%). Announcement • Aug 31
Sakai Moving Service Co.,Ltd. to Report Q2, 2025 Results on Oct 31, 2024 Sakai Moving Service Co.,Ltd. announced that they will report Q2, 2025 results on Oct 31, 2024 Reported Earnings • Aug 14
First quarter 2025 earnings released: EPS: JP¥88.42 (vs JP¥94.64 in 1Q 2024) First quarter 2025 results: EPS: JP¥88.42 (down from JP¥94.64 in 1Q 2024). Revenue: JP¥32.9b (up 3.6% from 1Q 2024). Net income: JP¥3.60b (down 6.6% from 1Q 2024). Profit margin: 11% (down from 12% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Declared Dividend • Jul 11
Final dividend of JP¥15.00 announced Shareholders will receive a dividend of JP¥15.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 2.0%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Jun 21
Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2024 results: EPS: JP¥206 (up from JP¥202 in FY 2023). Revenue: JP¥116.9b (up 6.7% from FY 2023). Net income: JP¥8.36b (up 1.8% from FY 2023). Profit margin: 7.2% (down from 7.5% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates by 8.9%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Announcement • Jun 10
Sakai Moving Service Co.,Ltd. to Report Q1, 2025 Results on Jul 31, 2024 Sakai Moving Service Co.,Ltd. announced that they will report Q1, 2025 results on Jul 31, 2024 Major Estimate Revision • May 29
Consensus EPS estimates fall by 13%, revenue upgraded The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from JP¥120.4b to JP¥122.0b. EPS estimate fell from JP¥253 to JP¥221 per share. Net income forecast to grow 7.7% next year vs 4.6% growth forecast for Transportation industry in Japan. Consensus price target of JP¥3,087 unchanged from last update. Share price fell 4.6% to JP¥2,286 over the past week. Announcement • May 10
Sakai Moving Service Co.,Ltd., Annual General Meeting, Jun 15, 2024 Sakai Moving Service Co.,Ltd., Annual General Meeting, Jun 15, 2024. Reported Earnings • May 09
Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2024 results: EPS: JP¥206 (up from JP¥202 in FY 2023). Revenue: JP¥116.9b (up 6.7% from FY 2023). Net income: JP¥8.36b (up 1.8% from FY 2023). Profit margin: 7.2% (down from 7.5% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates by 8.9%. Revenue is forecast to grow 3.4% p.a. on average during the next 2 years, compared to a 3.3% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Buy Or Sell Opportunity • May 08
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 3.5% to JP¥2,535. The fair value is estimated to be JP¥3,250, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years. Earnings per share has grown by 5.4%. Revenue is forecast to grow by 9.4% in 2 years. Earnings are forecast to grow by 25% in the next 2 years. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥38.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 19 June 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.2%). Announcement • Mar 02
Sakai Moving Service Co.,Ltd. to Report Fiscal Year 2024 Results on May 08, 2024 Sakai Moving Service Co.,Ltd. announced that they will report fiscal year 2024 results on May 08, 2024 Reported Earnings • Feb 02
Third quarter 2024 earnings released: EPS: JP¥27.94 (vs JP¥26.81 in 3Q 2023) Third quarter 2024 results: EPS: JP¥27.94 (up from JP¥26.81 in 3Q 2023). Revenue: JP¥24.9b (up 4.2% from 3Q 2023). Net income: JP¥1.14b (up 4.2% from 3Q 2023). Profit margin: 4.6% (in line with 3Q 2023). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 3% per year. Announcement • Dec 10
Sakai Moving Service Co.,Ltd. to Report Q3, 2024 Results on Jan 31, 2024 Sakai Moving Service Co.,Ltd. announced that they will report Q3, 2024 results on Jan 31, 2024 Price Target Changed • Dec 05
Price target increased by 10% to JP¥2,990 Up from JP¥2,710, the current price target is an average from 2 analysts. New target price is 14% above last closing price of JP¥2,634. Stock is up 18% over the past year. The company is forecast to post earnings per share of JP¥228 for next year compared to JP¥202 last year. Reported Earnings • Nov 02
Second quarter 2024 earnings released Second quarter 2024 results: Revenue: JP¥25.3b (up 4.6% from 2Q 2023). Net income: JP¥958.0m (up 1.2% from 2Q 2023). Profit margin: 3.8% (down from 3.9% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Transportation industry in Japan. Upcoming Dividend • Sep 21
Upcoming dividend of JP¥30.00 per share at 2.1% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.2%). Announcement • Aug 31
Sakai Moving Service Co.,Ltd. to Report Q2, 2024 Results on Oct 31, 2023 Sakai Moving Service Co.,Ltd. announced that they will report Q2, 2024 results on Oct 31, 2023 Buying Opportunity • Aug 02
Now 20% undervalued Over the last 90 days, the stock is up 7.6%. The fair value is estimated to be JP¥6,409, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 8.5% in 2 years. Earnings is forecast to grow by 19% in the next 2 years. Reported Earnings • Aug 01
First quarter 2024 earnings released: EPS: JP¥189 (vs JP¥174 in 1Q 2023) First quarter 2024 results: EPS: JP¥189 (up from JP¥174 in 1Q 2023). Revenue: JP¥31.8b (up 5.1% from 1Q 2023). Net income: JP¥3.85b (up 8.9% from 1Q 2023). Profit margin: 12% (in line with 1Q 2023). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 3% per year. Reported Earnings • Jun 21
Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behind Full year 2023 results: EPS: JP¥404 (up from JP¥328 in FY 2022). Revenue: JP¥109.6b (up 5.5% from FY 2022). Net income: JP¥8.21b (up 22% from FY 2022). Profit margin: 7.5% (up from 6.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 2.2%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 4% per year. Announcement • May 31
Sakai Moving Service Co.,Ltd. to Report Q1, 2024 Results on Jul 31, 2023 Sakai Moving Service Co.,Ltd. announced that they will report Q1, 2024 results on Jul 31, 2023 Reported Earnings • May 09
Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behind Full year 2023 results: EPS: JP¥404 (up from JP¥328 in FY 2022). Revenue: JP¥109.6b (up 5.5% from FY 2022). Net income: JP¥8.21b (up 22% from FY 2022). Profit margin: 7.5% (up from 6.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 2.2%. Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 5% per year. Announcement • May 08
Sakai Moving Service Co.,Ltd., Annual General Meeting, Jun 17, 2023 Sakai Moving Service Co.,Ltd., Annual General Meeting, Jun 17, 2023. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥65.00 per share at 2.1% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 20 June 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.1%). Announcement • Feb 01
Sakai Moving Service Co.,Ltd. Provides Earnings Guidance for the Full Year Ending March 2023 Sakai Moving Service Co.,Ltd. provided earnings guidance for the full year ending March 2023. The company expects to report net sales to be JPY 108,057 million, Operating profit to be JPY 10,908 million, profit attributable to owners of parent to be JPY 7,373 million or JPY 362.71 per basic share. Reported Earnings • Feb 01
Third quarter 2023 earnings released: EPS: JP¥53.62 (vs JP¥47.46 in 3Q 2022) Third quarter 2023 results: EPS: JP¥53.62 (up from JP¥47.46 in 3Q 2022). Revenue: JP¥23.9b (up 5.2% from 3Q 2022). Net income: JP¥1.09b (up 12% from 3Q 2022). Profit margin: 4.6% (up from 4.3% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings. Announcement • Jan 31
Sakai Moving Service Co.,Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 2023 Sakai Moving Service Co.,Ltd. provides dividend guidance for the fiscal year ending March 2023. The company expects to pay JPY 65.00 against JPY 60.00 reported a year ago. Announcement • Nov 30
Sakai Moving Service Co.,Ltd. to Report Q3, 2023 Results on Jan 31, 2023 Sakai Moving Service Co.,Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023 Reported Earnings • Nov 16
Second quarter 2023 earnings released: EPS: JP¥46.58 (vs JP¥51.63 in 2Q 2022) Second quarter 2023 results: EPS: JP¥46.58 (down from JP¥51.63 in 2Q 2022). Revenue: JP¥24.2b (up 6.7% from 2Q 2022). Net income: JP¥947.0m (down 11% from 2Q 2022). Profit margin: 3.9% (down from 4.7% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings. Board Change • Nov 16
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Outside Director Kazuhisa Tanaka was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 02
Second quarter 2023 earnings released: EPS: JP¥46.58 (vs JP¥51.63 in 2Q 2022) Second quarter 2023 results: EPS: JP¥46.58 (down from JP¥51.63 in 2Q 2022). Revenue: JP¥24.2b (up 6.7% from 2Q 2022). Net income: JP¥947.0m (down 11% from 2Q 2022). Profit margin: 3.9% (down from 4.7% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥30.00 per share Eligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.2%). Valuation Update With 7 Day Price Move • Aug 31
Investor sentiment deteriorated over the past week After last week's 16% share price decline to JP¥4,605, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 15x in the Transportation industry in Japan. Total loss to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,138 per share. Announcement • Aug 31
Sakai Moving Service Co.,Ltd. to Report Q2, 2023 Results on Oct 31, 2022 Sakai Moving Service Co.,Ltd. announced that they will report Q2, 2023 results on Oct 31, 2022 Reported Earnings • Jul 31
First quarter 2023 earnings released: EPS: JP¥174 (vs JP¥106 in 1Q 2022) First quarter 2023 results: EPS: JP¥174 (up from JP¥106 in 1Q 2022). Revenue: JP¥30.3b (up 8.7% from 1Q 2022). Net income: JP¥3.53b (up 63% from 1Q 2022). Profit margin: 12% (up from 7.8% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 3.4%, compared to a 21% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 7% per year. Reported Earnings • Jun 23
Full year 2022 earnings: EPS misses analyst expectations Full year 2022 results: EPS: JP¥328 (down from JP¥375 in FY 2021). Revenue: JP¥103.9b (up 3.5% from FY 2021). Net income: JP¥6.71b (down 13% from FY 2021). Profit margin: 6.5% (down from 7.7% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.2%. Over the next year, revenue is forecast to grow 4.5%, compared to a 24% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings. Announcement • Jun 03
Sakai Moving Service Co.,Ltd. to Report Q1, 2023 Results on Jul 29, 2022 Sakai Moving Service Co.,Ltd. announced that they will report Q1, 2023 results on Jul 29, 2022 Reported Earnings • May 11
Full year 2022 earnings: EPS misses analyst expectations Full year 2022 results: EPS: JP¥328 (down from JP¥375 in FY 2021). Revenue: JP¥103.9b (up 3.5% from FY 2021). Net income: JP¥6.71b (down 13% from FY 2021). Profit margin: 6.5% (down from 7.7% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.2%. Over the next year, revenue is forecast to grow 5.6%, compared to a 23% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings. Announcement • May 06
Sakai Moving Service Co.,Ltd., Annual General Meeting, Jun 18, 2022 Sakai Moving Service Co.,Ltd., Annual General Meeting, Jun 18, 2022. Price Target Changed • Apr 27
Price target decreased to JP¥5,665 Down from JP¥6,343, the current price target is an average from 3 analysts. New target price is 31% above last closing price of JP¥4,320. Stock is down 13% over the past year. The company is forecast to post earnings per share of JP¥361 for next year compared to JP¥375 last year. 
